What We Do – Patrick Reid – Quad Cities Financial Advisor

What We Do

PLANNING TOGETHER

Experience has taught us to listen first, because every client’s goals are unique. We begin with a deep discovery process to get to know you, your priorities, values, and goals. Our curiosity drives us and leads us to solutions that align with each client's specific needs.

We help clients focus on being purpose-driven, rather than money-driven. Finding what matters to each client regarding their values and long-term goals helps us craft a customized financial plan that brings fulfillment for today and stability for the future. Taking our combined decade of financial experience, we work with each client to learn, understand, and then co-create a plan that will bring fulfillment for today and stability for tomorrow.

We earn the trust and loyalty of our valued clients by treating them like family. Always looking out for their best interests we’re grounded in principles of honor and integrity.

Financial Planning

  • Comprehensive Financial Planning
  • Cash Flow Analysis
  • Debt Management
  • Educational Funding – 529 Plans
  • Income Tax Planning
  • Charitable Tax Planning
  • Estate Planning
  • Estate Tax Analysis
  • Beneficiary Designation Planning

Retirement Planning

  • Retirement Analysis
  • Pension Plan Analysis
  • IRA Rollovers
  • IRA RMD Planning – Age 72
  • IRA 72(t) Planning – Pre-age 59 ½
  • Social Security Analysis
  • 401(k) Analysis
  • 401(k) Investment Recommendations
  • Income Planning During Retirement
  • Roth IRAs
  • Traditional IRAs

Investment Management

  • Investment Portfolio Review
  • Investment Portfolio Management
  • Mutual Fund Analysis
  • Fund Overlap Analysis
  • Stock Trading
  • Mutual Funds
  • Annuities
  • Cash Management Options
  • Wealth Management

Employer Benefits

  • 401(k) Plans
  • Profit Sharing Plans
  • Simplified Employee Pensions (SEP)
  • SIMPLE Plans
  • 403(b) & 457 Plans
  • Payroll Deduction Roth IRAs
  • Defined Benefit Pension Plans
  • Investment Policy Statements
  • Employee Learning Workshops
  • College Planning
  • Retirement Planning
  • Group Insurance
  • Non-Qualified Deferred Comp Plans
  • Business Transition Planning
  • Business Continuation Planning

Insurance Planning

  • Life Insurance Needs Analysis & Current Policy Review
  • Disability Insurance Needs Analysis & Current Policy Review
  • Long-term Care Needs Analysis & Current Policy Review

Life Event Planning

  • Retirement
  • Job Change
  • Sale of Business
  • Inheritance Received
  • Death of Spouse
  • Marriage
  • Divorce
  • Birth of Child/Grandchild
  • Age 72 RMD Planning